HomeMy WebLinkAboutOC1968-0916 - ESTATE OF MCGREGOR,9,'
RCC-81 (2-64)
COMMO~WEALTHOF PENNSYLVAN1tA
.DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS'_.._.,Y
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENr
ROSALIE B.PETERSON &JOSEPH L.HOFl"MANN
IN YOUR REPLY PLEA8E
REP'IER TO 37-129-4
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In Re:Estate of -=R::.:U:..:T~H:.......=8.:..._M.....:c:::.:GRE==.::OO~R=·._
____~W~AS=:H.:.:IN=:.:G~TO~N::.._Count;r - FHe No.63-68-916
You are hereby notified that the original
appraisement in the estate of Ruth B.McGregor
has been filed in the office of the Register of Wills qf Washington
County on March 26 ,19~.Said appraisement reflects the
following valuations:
Re alEst ate _--'-~3L.,-=-75:;,0;....:..,OO._.r_--
Personal property ~1~7L.,.....:2~87~.6~8~___
Transfers -=--===-.....,.-:::--_
Total -,-_.....:21:=:.!::J.~O~3:..L7~.6::.;8=--_
As to such tax that is paid within three months·from date of
death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
I of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
.appeal therefrom as provided by law.
.Date Mar=-:c:..:.h:.....;;:;2.::..6,L....;:;1::.::9..::.6~9---
DATE OF DEATH:June 20,1968
Note:This is not a bill.
Signed A/K ~e..7Jr!r2
Title W.R.CIfAN.EY,CHIEF~RAISER .
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<!lnmmnnWta1t4 nf ,tnnB111Uania.}BB..IhUi~ingtnlt <!Lonntg.
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,In the County aforesaid
on -the :3rd.day of July A.D,19 68 ,before me,
RUSllell Marino ,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of W a~hington,in the Commonweal~h'of Pennsylvania,
the last Will and Testament of
Ruth B.McGregor
late of The City of Monongahela in the County aforesaid,deceased,
(a true copy whereof is to these presents ann~xed),was duly admitted to probate;and
Joseph L.Hoffmann and Rosalie B.Peterson .
.....
the Executor s in said Will and Testament 'named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino
grant the.se LETTERS TESTAMENTARY,unto the said
,Register as aforesaid,do
Joseph L.Hoffmann and Rosalie B.Peterson
committing unto Them the administration of all and singular the goods and
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
,.
chattels,rights and credits,which were of said deceased,and requiring Them
days -from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,'and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTI..t\tIONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this :3rd •
day of July III the.year of our Lord one thousand
mne hundred and Sixty Eight
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Register
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WILL OF RUTH B.McGREGOR
~direct my Executors,hereinafter named,to pay
I will and devise all my real estate to my niece,
I will and bequeath the sum of One Thousand
,I will and bequeath the sum of One Thousand
'1 will and beque~th the sum of One Thousand
2.
1.
I,Ruth B.McGregor,of the "City of Mo~ongahela~
4.
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:3.
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all my just debts,funeral expenses,transfer'inheritance,
may be la\vfully liable~·and the'expenses of the administration of
il
1'1 time heretofore rna.de,in manner and form _as follows:IiI~I
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if succession and estate taxes for the payment of which my estate:i '.
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Iid·:1 my estate as soon after my.decease.as may be.proper and expedient.
ifIi
'"1\II Barbara B.Bunton.IiIi
I'I!Iijj\1 ($l,OOO.OO)Dollars to Lyman C.Zimmerman of Wilkinsburg,Penn-i!I>f!sylvania.,
I!.j!,III:1II
.:i ($l,OOP.OO)Dollars to Myrtle Zimmerman of Wilkinsbur.g,Pennsyl-II-III vania.
'iII
11
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.11 ,($1,000.00)Dollars to Cynthia Zimmerman~daughter of Lyman C.
I,
:lllZimmerman and r·1yrtle Ziminerman ..,
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IIII Washington County,Pennsylvania,having full.legal capacity inIi,I ..ii ..the premises,do hereby make this my Last Will and 'Testament,Ii'. .~he~~~y revokin~'and,makin~void any and all Wili~by me at anyf!._'.........
.'.'
($l,OOO:Oq)Dollars to Lyman C:Zimmerman,Jr.,son of Lyman C.
I will and bequeath the sum of One Thousand6.
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.\-,/-
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Iid"Zimmerman'and Myrtle Zimmerman.,.
personal,and wheresoever'situate or found,of ",hich I may
7.All the rest and residue of my estate,'both real
die seized or possessed,or to which I may be entitled at the
.~time of my decease,and remaining after the payment ot the several
,I
',1 items set forth in the preceding paragraphs hereof,I.will,devise
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11 and bequeath unto Ir.y niece,Barbara B..Bunton;my niece,ElizabethI:----!
!l BoSgs,daughter of T.Morton Bog,gs and Elizabeth A.Boggs;and my ::1
P A.'Boggs;in fee simple and absolutely,share and share alike.
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~nephew,T.Morton B~Sgs,Jr.,son of T.Morton BoSgs and Elizabett/
A I,,
Ii 8.I hereby appoint Joseph L.Hoffmann .and Rosalie B.
!1'I~Peterson,both of Mono~gahela,Washington County,Pennsylvania,
ii to be'the Executors of this my Last t-vill and Testament.
,.;
ji one thousand nine hundred and sixty-seven.
day of September,in the year of our
The foregoing instrument was signed,se~led,published,
IN WITNESS WHEREOF,I,Ruth B.McGregor,the Testatrix,
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t:have hereunto set my hand and seal to this my Las~Will and
'36-tR
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:,acknowledged and declared by Ruth B.McGregor,the Testatrix
!.'above named,as and for her Last Will and Testament,in thei:
II11 .I:presence of us,who,at her request,and in her presence,and in ,
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-';tre,presence of each other,have hereunto subscribed our names;1~aswitnesses hereto.'
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Affibnuit (@f ixrrutnr (@r Abministrntnr
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&tatt nf ,tnnaYluania.!.ss:(finunly nf 1lllIusQiugll1u
P all b f h d . d th .Notary Public . .d f 'd'erson y e ore me,t e un erslgne au OrIty,a.~m an or Sal .
County and State,appeared......;r.9..§gR.h....~.~.....tl.Qt.t.m.~n.n ~n9 RQ.§§..J.i~~..t.::.:.~.:~ro~lfieing duly
sworn according to law,deposes and says that ~t he y is the executors:>r~M.~Kl1!of the estate of
...~.y.~.~~..~~.9.§.~.§.9.~J _~:deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of E~~h It~J'19.g.t!?.99.!.'.l ,
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
item made by the above named Executo~~K~.' ,"'"',",",","
~
Sworn and subscribed before me this....3.lL......:...~~-1--,,•__
January,69 ~.:;;,f~,::,;'"~t:·::il~~~~n~~;~·INS;R~~;;O~~·······,··.....__..
My Commlssiun plrea }'~/7~'1.AtM!inlletUli2y..must ~filed within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return..
REFERENCE FOR ADDITIONAL COpy !1I.•",1.••7
•
P ••t ...Act of 1947 .L.513 Sec.5.2,72 P.S.4844.2 '',........._..--.
lJuurutnry au~"pprai.armrut of the goods and chattels,rights and credits which
,..
'were of SP..t.g ~.,J'19.g~.gQ.B.,:Jaie of ..J\19..BQng9,.,h.~J:~~I..
Washington County,Pa.,taken and made in conformity with the abO'Ve affidavit.
,PERSONALTY:
60 shares common stock -Southern Pacif~c Company
@ 33.25
1 United States Treasury Bond -$1000.00 2 1/2%
1967-72 dated November 15,1945;due December 15,
DOLLARS
1995
CENTS
00
1972 -No.777959K;@ 90.00 900,00,
Accumulated interest 6/15/68 to 6/20/68 47
1 United States Treasury Bond -$1000.00 2 1/2%
1967-72 dated November 15,1945;due December 15,
1972 -No.777960L;@ 90.00 ;900 .00
Accumulated interest 6/15/68 to 6/20/68 47
1 United States Treasury Bond -$5000.00 2 1/2%
1967-72 dated November 15,1945;due Decenber 15,
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'j Western ~ennsylvania National Bank,Monongahela,Pa.
I01'~Checking Account No.042 363 424 $392.10
I~I~I Western Pennsylvania National Bank,Monongahela,Pa.
I'
I Savi~gs Account No.4970 8462.15
I Washington Manor -Refund 55.~O
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Total Personalty
,REALTY:
An undivided one-half (~/2)interest of,in and
to:ALL that certain lot or parcel of land situate
in the Third Ward of the City of Monongahela,
Washington County,Pennsylvania,being the Southern
i one-half of Lot No.12 in the Mary Chess Plot or
il
Ii Addition to Monongahela City,bounded and described
",\~a~follows:BEGINNING at th~North~ast corner of Main
,I
Ii and Eighth Streets;thence extending Eastwardly along
!:the Northern line of Main Street,50 feet to the
II
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:r Southwest corner of Lot No.11 in said Plot;thence
I,
I'extending Northwardly along the Western line of said~.
I Lot No.11,100 feet to a point;thence extending
"
IIiwestwardly along a line parallel with the Northern
IIi line of Main Street,50 feet to Eighth Street;and
IiIthence extending Southwardly along the Eastern line
rof Eighth Street,100 feet to the point at the place
';I:[Of beginning.BEING the same which Rosalie B.Peterson,
I,:!
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Ili!Attorney in Fact,by deed dated November 27,1948,
'Ili:land of record in the Office of the Recorder of Deeds of
111!]washington County,?ennsylvania,in Deed Book Vol.
Iii~1750,page 310,.granted and conveyed unto Ruth B.
III;iilMcGregor and James F.Boggs.An undivided 1/2 interest '$3500.00
1,,1 .
Iilll personalty $17,289.56
IIIIii:Realty '3,500'.'0'0
Iii
Ilil Total Assets $2:0',78"9:.56~l!
'I:;,
Iii1lll>1onongahela,Pennsylvania
1,IJanuary 3'~,1969
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•,NO •.f17l
~3-<-t-c;/tL
INVENTORY AND APPRAISEMENT
IN THE
ESTATE OF
RUTH B.McGREGOR"
DEC'D
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C)PI,,":
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INV.DKT PAGE --
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IN THE
C0UR,T ,OF COMMON PLEAS 0;F WA,SHINGTON,COUNTX,:/?ENNSYLVA.NI'A
ORPHANS I COURT DIVISION '
ESTATE
OF
RUTH B.,McGREGOR,
Deceased
FIRST AND FINAL ACCOUNT O;F JOSEPH L.HOF;FMl-\.NNAND
ROSALIE B.PETERSON,EXECUTORS 'OF THE ESTATE,OF
RUTH B.McGREGOR,DECEASED
'PR:INCIPA,L'R,EA.L':['¥'
,DEBIT:
To amount of Inven'tory and 1\pJ?rai,seme nt
CREDIT'
To amount received by sale of real estate
at the request of specific devi,see '
,PRINCTPA,L'PE,RSONlU.T~,
To Amount o~Inventory and 1\}?prai,sement
To sale of 60 ,shares''common stock Southern
Pact.fi,c Rai,lW'ay Company
To Inventory Value'
To sale of $7000,.,00:',United States~21/2%
1967-.72,Coupon Bonds
,$2,'073"95
, ,'1,;9,'9 5,'.0 0,,
,6,'3,08.90
. . . . . . . . . ....,..'$'3"':5"0'0'',r.0.....,.:.':.,"\.I
-:.:";':::::'::'::.
17,289.56
78.95
To Inventory value'
Registered mai,l
TO-redempti,on of E Bonds
~..''.'".,-..,
$6,301'.41
, , , ,,;3.,':1-2''f "6','-3'0'4:.'5 3,'
,83.67
,4.37
Inventory~Value '
Interest :on Coupon Bonds 1/8/69
Int'erest on savi,ngs account Dec.1,1968
Interes,t on savi.,ngsaccount June 30"1969
"'82'.:02,1.,65
,87'•.'SO
169.24
,:92.,52
,.."$'1':7'""'7''2"3""79.....::'f:','.::..:,'
1968
JUly 3 .RusseTl Marino
3 GUy A.R,pgers
3 Daily Re.p'.ub.1ican
.CREDITS
Letters Testamentary
Probate'
Advertising Lett'ers
$20.50
15.00
12.50
Oct.
3 washington County Reports
I 23 J.r.Hughes,.,M.D.
'4 L.'M.rrye
Advertising Letters
Professional services
Funeral expenses
100~OO
1,3,32.00
27 Grant M.Res's,,M.D.Professional services
27 First Preshyterian Church,Account vs.decedent
27 Kur.tz :Monument Company Grave marker
60.00
99.50
125.00
1969
Jan.'25 Russell M:arino
M:ar_17 R,uss'eTl Marino
S,hprt certificate
Inventory
1.00
4_00
17
July'29
Aug'•.31
31
Russell Marino,Agent
John D.Woodward
Betty E.Wenzel
Joseph L.Hoffmann and
Rosa;lie'B.p~terson
Inher.itance Tax'
1%Realty:transfer tax
Allowance to Accountants'"
30.00
, 4_00,
1,039'.~8
31 JQ::;ephL.'Hoffmann
24 R,u::;::;ell Marino
Counsel fee::;',
Filing Account
1,039'.48
, , , , :Ts'.;O:b
"'$'6"'4'9'1''9'2 ... .:-,'.:::.'.
Receipts:
Inventory....
Loss
Receipts
Disbursements
.PRINCIPA;L·REALTY:·
.$3.,'00.O.0Q..
...3,500.:0:0 .
.$500 •.00
'PRINCT;PAL'PEl~SONALTY
-17:,72 3:..79
..B','4.9'1.'92 .
The halancei,sin cash:~'
ADVANCEMENTS:
Principal Realty:
Principal Personalty
3·,000.•·.00
.::11,23T.'87 ...'$'1'/1'"2·3·'1'""8 7. . . "'&:t~,;'. ::.:.1 •
Barbara ;FoleY.
Barbara ;Foley'
.Lyman C.Zimmerman
Myrtle 'Zimmerm'an
.Lyman C.Zimmerman,Jr.'r prpperly
called Clark D.Zimmerman
.$500,.00
3,'00.0•.00 '.
1.,00.0•.0a
1,00.0.00
.:'1,'O:(jO.•OO
-----------------------------------------------c-------------
THE DAILY REPUBLICAN
MONONGAHELA,PA.
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929 P.L.1784,Sec.3.
paragraphs (3)and (25l.
County of Washington Iss:
State of Pennsylvania f
Personally appeared before me,a Notary Public in and for said county and state,___f~~;:~!hQ~.P.~9.~,who,being duly sworn,deposes and says:thaL .__~~~is
the P._QQ~_~_~_P.~;r.of The Monongahela Publishing Co.,a Pennsylvania corpora-
tion,and its agent in this behalf:that the said company is the publisher of The Daily
Republican,published daily except Saturday and Sunday,having its place of business at
Monongahela,Washington County,Pennsylvania;that the said Daily Republican was
established in the year of 1846;that the printed notice or advertisement,attached hereto
is a copy of a notice or advertisement,exactly as printed or published,which appeared
in the said newspaper in its regular issues on.the following.dates:
.~~Y.__l~_L_?5.J ~~g~t l.,l9.6a . .... _
-----------------------~-~~-~-~~--~----~~~---~_!_---~~-~~~-~!-----------------------------------------------------------------
that the affiant or the corporation in behalf of which ~h~is acting is not inter-
ested in the subject matter of said notice or advertising and thC}tjall of the allegations of
thi,mfidavit .,w th,:~~la=-a:lt:l~--
S~6~~#:'-lMr~:{TH,Nog~Publicm--m---O-~m~:~=~~~'l~i!
.~~-~_.-.....-r===.......,EXECUT~....,..~TICEEstateofRUTdhVMcGREGOR.deceased,late of Monongahela.Washington County,Penna.Letters Testamentary upon theaboveestatehavingbeengranted
to the undersigned,nc·tice is hereby.given to those indebted there:o tomakeimmediatepayment,ar.d tothosehaVingclaimscrdemandsto·present them for sett:ement.Joseph L.HoIfmalIll
Rosalie B.Peterson242WestMainStre~tMonongahela,Pa.l506JJosephL.Hoffmann Attorney242WestMainStreet
Monongahela,Pa.15053July18,25;AuU..J.l~9iji?!!·8'-_
t(ATRERINE e.YARD,'Notary P •
Washinllton Washington Co.,P."
My-Cli!iiiilolli 5 r'rtf
November 1,1969
Washington CoUntY Reports
lI:axgal!llXIllXM:lUDl~
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.
1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON )
STATE OF PENNSYLVANIA {SS.
Personally appeared before me,a Notary Public in and for said County and
Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and
says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the
official legal periodical for said Washington County,publis'hed weekly having its
place of business at Washington.Washington County,Pennsylvania,and is act-
ing as its agent in this behalf;that the said WASHINGTON COVNTY
REPORTS was established on March 31,1920,and was designated as the official
legal publication for Washington County,Pennsylvania,by order of the several
courts of said County,dated November 11,1920;that the printed notice or adver-
tisement attached hereto is a copy of a notice or advertisement,exactly as printed
or published,which appeared in the said legal periodical in its regular issues on the
following dates:
........~~.~r....}.~.!.~.?.!...J~.~~..
........A~g~.~.t L J~.9.~.
that the affiant or the corporation in behalf of which he is acting is not interested
in the subject matter of said notice or advertising and that all of the allegations of
,h;,,ffid""..'0 '''tJ:t;~:~1:7'''''C!!PEl~'_
..............................................~c.~~-.~.;/ditor'"
Sworn to and subscr'ed~ore me this ,......;~..;....~...iioiIlI "'~.-c
15 t .August 8 ~~"".,.'-=~~i'J;.t.~f:::::::~~=:::(j:::~:~::..:::::1.9~..::=-=i.:..;Zf}/~~
ary Publjc~";·.~.,~~~-
.~:.-~.-':.~~
Estate NotIces '0 '.
The Register of Wills has granted letters.
testamentary or of administration,in the
following estates.Notice is hereby given
to all persons indebted thereto to make
payment without delay and to those hav-
ing claims or demands to present them
for settlement to the Executors or Admin-
istrators or their Attorneys.
•••••••••••••••••
McGREGOR,RUTH B.,Dec'd.
Late of Monongahela,WashingtonCounty,Penna.Executors:Joseph L.Hoffmann,Rosalie B.Peterson.242 W.Main St.,Monongahela,Pa.15063Attorney:Joseph L.Hoffmann,242W.Main St.,Monongahela,Pa.15063
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,~55:
The within named Accountant ~eing duly sworn according to law,depose and say that the above account
as sta>ted is true a!"ld correct as ~!.J..E?L verily believe.
.~t:~ay of !?E?~~.~.~;J;".L 19.~.~.
-tIuSwornandsubscribedbe'fore me this f .
i4~~Z (u:e~-<~._~.
ec tors of ~Estate of
th B.McGr or,deceased
~i&J.:~.._~._.._._..
'~-H;J~t~~····,·~f:~i;~~p.~;;,~····················
Monongahela,Washington Ctlunty,Pa.
My Commission Expires."·-Jay 9,1972 .--"..
"
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Washington County,ss:I do certify that I have given legal notice to all persons
concerned of the filing of the within account in the manner
prescribed by Statute and Rule of CouJt,as evidence by pro)fs
thereof filed to'No G.3.-::...7()~.ftt..
,...Witness my hand and official seal this..c2.~.....__n·
""
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0 I~10:~!fil tv iJU~I~r"fil 0 si Q):Eo<CJ rei Q-l1 '+J!-<Eo<~~Q-l:Q)i
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'8 0:REGi~TEH OF Y/lLlS ...;~.:~!.~
oi ~Hi Q)i ~~~H1NGTQN CO .•P1\1 0~:.c:i ...-fi '.......
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<)1=1 'S-:~icoo:l o:l ~1=1 :I~:!r...:d :(])......·.ill....III.~'biJ j.\::(])(]):P::~.d....
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The Court is respectfu Ily requested to determine
proper distributiol1 in this estate.
RUTH B.McGREGOR,Estate of .
None
~~-;:--~-~---------~-------~-------------------------
Testate Form
PETITION SUR AUDIT
IN THE ORPHANS'COURT ,OF WASHINGTON COUNTY
9/'-6-8-of 1968No A. A.
Fiduciary ~.?~:.~p.~..~.~~?.~.~~~~.~..~.~~,.
..................RQ.§~J.i~~.!..J?§:t;..§~.!?Qn .
Deceased
Date of Date of
Decedent's death '!.~.~~..}.~!~~.~.~Grant of Letters ~~Jy ~.[~.~.§.~.
This is the ~~.!.~.~~~~~.~.~~.~account filed in this e!:tate
If there have been former accounts filed in this estate,list file number or number and term ....,....
....................None .
Elec.tion to toke None Date Election Place of;
Under or Against will.(cross out one)Filed _Record .
Nome of surviving ~pouse;l?.~.9.~~.~~.t:..Tf!..~§~wJ.~Q.~.
List issue,where material:
I,.',...-I
Did decedent marr~after execution of will?(indicate)~J[S.No.Any children born af~~r execution of will?(indicate)
'6exx~o.If answer:yes,nome them ::~~~~.
__•••~••••::.••_;••~._••_••_ •••••_._•••••_••••••••••••_____.__••__..__ __a.__•a •••a ••••a •••••a __••_••••••••••••••••••••••••_••'",.',
Leg.atees
,,Lyman C.Z'immerman
------:-.'Myrtle Zirnmerntan ~
Cynthia Zimmerman
Lyman C.Zimmerman,properly
ca11ed.C~ark·:~I?Zimmerman"
Barbara B..Bunton'~·now
Barpara.B•..FoleY'
Elizabeth Boggs
T~Morton Bo~gs,Jr.
Relationship
None
None
None'
None
Niece
Niece
Nephew
Interest
$1000 Legacy
$1000 Legacy
$1000-Legacy
$1000 Legacy'
Specific devise
1/3 remainder
1/3'·remainder
1/3 remainder
Fiduciary,if deceased or not sui juris
Sui juris
Sui juris
Minor -Born 3/7/50
Sui juris
Sui juris
Sui juris
Sui juris
List,if exceptions to above:
None
Adeemed:Revoked:Lapsed:Abated:Give Couse:
If partial intestacy,give facts:None
Notice to interested parties.Have all parties,having either vested or continge,t interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.~.
If ...'Noneanyexceptiongivecouse:.
File copy of Notice f . f f'111·'I d 11'd..Copy 0 account,not~ce 0 ~~~ng.same ma~e to a ~nteresteanddateofma'I'ng··p·ar·t:les·~·····~opy··or"N()"fi·ce·..a:t:ta·cli·ea·,,.,···.·..·..,·'1
•...+.
Is estate subject to the filing of a Fed~ral Estate Tax Return?~.?.~~_~~:.:..:::-::.:
'.,. "2 577 46 'Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $,,.
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant.:-:-.':':::.
Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
Washington County Personal Property Tax paid March 4~1970
Give reference to such parts of the will as reqGire interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
,.None
'.'
.!
Balance for distribution per account,
Itemize any additional debits not shown by account:
Total additional debits (Add)
Itemize any additional credits not shown by account:
Washington County Personal
Property Tax
Total additional credits (Subtract)
Balance for distribution
$}..~L?~.~.:..~.?.
$.....'-'.':'lr:..........••..•..'•••••••
$~~.~.~.~.
$~.~L±~.~.:..~.~.._ .
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
The balance is in.cash
.'
",v
l ---_~_'~~__C"-._.~..
~---._.~-_.~-~-----------
\
If Family Exemption claimed by Petition,give place of Record:~..::-.::.':-:
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:::::-.::.
:~)"~";~.
List any advancement or distribution on account that has been made,and notur~and amount of .same:
~Barbara B.Foley
~Lyman C.Zimmerman
Myrtle Zimmerman~lark D.Zimmerman
$3500.00
1000.00
1000.00
1000.00
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elect ons
to take in kind if balance is not in cosh:residuary shares being stated in .proportions:
.."Cynthia Zimmerman,now Cynthia Z.McHenry
Lyman C.Zimmerman
Myrtle Zimmerman J ~h
Clark D.ZimmermanJ~{(Y''\.-
Barbara B.Foley -Specific devise
$1000.001"""""
$1000.00r"__
$1000;00..............'.$100d'O~7~O .(,$3000.0~~'~
.,
Barbara B.Foley
Elizabeth Boggs
Morton T~Boggs,Jr.
rene-third remainder
~one~third remainder
one-third remainder
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COUNTY OF WASHINGTON,55:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly ~~~;r;.~doth depose and say
that the facts set forth in the foregoing petition are true
thJ .to the best of e.J.X'knowledge and belief.
...............§~E~to and subscribed before
me this ~~.t.h.day of ~~;;:s:~.!19 ?2.
S;gnatu,e,of omce'-----JJ.~~-(JJ;~
Title of Officer ~9.~~,;:Y ~e~.~~'
.BETTY E.WENZEL,Notai·~PublicOfficeexplres"~OIlQ~3~hslar.W~..,..;;~s-roR•.c0U!1t!{I.P.~.••••••••••
My Commission Expires
May 9,1972
And your petitioner will ever pray,etc.
I
'i
r
"D'".~i$c •~",~"".".;
No 9.?.!?.~!.~.~~..~,.~A.A.~;.-;X.,,·"
Estate of....RUT.H..~~~..Mc.GREGO.R..,···~·······F ,f.'f:0
•&k~flw..D.~
~,~.lO APR 24 PH 3 05
Deceased
F'd',Jos.ephL.•·..HO.ffmann and'RU';"SJ"I ...I uclary ~..........................................~:l L M.t\j{INO
...REGI/STER OFW1LLS.BQp..g;!-.~§~:~,..R~.~§.~~Q~y/AS,.~I NGTON CO.•PA.
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules
adopted effective December'3,1951,being
rule No.9:paragraph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
~--G~t..-.GL.l:>Ld,e.,:..-Qf:~i-A-t-lif:I§--C;ljIl:le~~ad
'Iitem,if pertinent.
3_G0F>y-ef~erete'r-appo'i'nt'i'nyg-rrClsteead
litem,if pertinent.
4."'Prcrot-of service of above.
5.Letters Testamentary or Administration
C.T.A.or an attest copy of WiII.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.Filed
8.~te of Ii.er=ls-ir-l-cas.e_OLl.y_oJ-Jhe
iY.o.ds-fer-dtsffi'bution-me-frem-jcfcHeia I
sale of real estate.
9.~gned_and_ite'~_d~eJ~ctions if any
distroi,sI;;lNen-in-Kind:-.
10.f£/ly-.oJ_G,ederol_Es,te;\;e-'"J;<:Ix return if es-
tate""is..sub.j.e~ct...the're't0..
Joseph L.Boffma.1lD.
Attorney a.t Law
!42 W.Main street
··················1ilollonga.hela.;·Pa,..3.60a3 .Attorney
~2
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En t1Jt Qtnurt nf'Qtn11Ut11tn 'ltu.a nf lIa.alJiugtnn Qtnumy,
'tnn.ayluuuiu,ODrp4uu.a'Qtnurt iliui.alnn
ESTATE OF N 63-68-916o.__~~----::...=..;::..--_
Ruth B.McGregor,
decessed.
In the matter of the First and Final
Account of Rosalie B.Peters·on"·n.&Joeeph
L.Hoftmann,Executors
ADJUDICATION AND DECREE
.And n~w.~pril.LLf',19 70 ,this matter come on for hearing,
audit and distribution at this session and testimony token;and thereupon,upon due consideration
thereof the balance for distribution in the hands of the Accountant is determin'ed to be
$.11.l.,169.69 '.and the account is accordingly confirmed;and it is ordered,
adjudged and.de~ree?that the said balance be paid out by the Accountcnt in accordance with the
schedule of dlstnbU'tlon hereto attached and made a port hereof,unless exceptions hereto be 'filed
sec.reg..or ar:"appeal be taken herefrom se~.leg.:
SCHEDULE OF DISTRIBUTION
Balance per account 1 $14,231.87
Addi tiona1 credit asked at a udit 62.18
Balance,_$14,169.69
"
$11,166.19
1000.00 $7,140.18
1000.•00
$10,166.19
1026.01 $8,140.18
2970..00
taken 1y
to'dis-
,)
Barbara B.'Bunton,now Barbara B.Foley,~iece,
specific :d~v;se of r~a1 estate (con!er~e~tat the
request ot ttie devisee at $3000.0b)·minus real
estate tax upon sele'of $30.00,credit to be
taken by·the accountant for funds advanced prier
to distribution'by the Court but not in excessof',,''..1, !,..).""c 1
,~I •
Lyman C.Zi~ermBn,l~gacy,credit t.o ...pe
the accountant for funds edvanced prior,•_"-,Itributio~by the,Court,i
Myrtle zinimerma~,leg~cy,credit to be taken by
the accountant for fUnds advanced prior to dis-
tribution ~y,'Jihe Court,.1000,00. .$9,166.19
Cynthia Z~mmerman,now by marriage,Cynthia Z.
McHenry,,legacy,plus interest due on legacy
id '"'~unpa ,.-.j'
,. I
Clark D.iimmerman;~'rihmed in the will as Lyman •
Zimmerman,Jr.,legacy,credit to be taken by
the accountants for funds advanced prior to
distribu~ion by,the Court,(-.:.'
'..'A f f.'.Barbara B.Bunton now Barbara B.Foley,niece,
1/3 residue,credit to be taken by the accountmts
for funds'in th~'amo~nt of $530~OO advanced PI'or
to distribution ·l?1 the Court,.2380.0E
,~;.J'-..
E1izabethB9ggs,niece,1/3 residue,.'.;~.
Deduct Clerk's'Costs &ReceiptS'---=-t'''_:...;'_'·_·_....:...-_
Attorney Joseph L._.H9,fmann
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Morton T.Boggs,Jr.,named in the will as
T.Morton Boggs,Jr.,1/3 residue,2 80.06
No balance
c~.
.!,I
'I 5'No._
In the matter of the
Account of
of Estate of
i\bjubitntinu nub mttttt
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Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT Q,F REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
~~
WASHINGTON
I~WORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
t.J:!e Inl).eritance_,~n!i .E.st~teTax t\ct of 19~)l.)
and say
IN THE MATTER OF THE'ESTATE OF }.AFFiDAVIT OF~~-~r-:;~::::s;~~~~:~~~~~t~~;~~-::-~:::::=-
:::.:.:~~-~::~:~::~:~--:-:::_::_::=}§,c
)Q '"Joseph L.Hoffmann and Rosalie B.Peterson,
................................................................................................~,ij".1';', ,_.
X~KN)DX of the estate of the -above-named decedent being duly sworn,depose
Decedent .dled ,;!.~.!.l..~..
(Month',
Name and address of attorney or}
other a~thorized representative to
who~all correspondence should be.
rnai 1ed.
20 ,19 §..~.J testate leaving a last will,copy of which i.hereto attached.}
(lIay)(Year)Lx***,*~
Executors f hThatassuch_deponent is .amiliar with t e affairs of said estate and the property con-
(Exl!,,,,tor·Admini8lrator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-
RELATIONSHIP OF JOINT
HOLDERS TO_DEC~D3NT
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
NAME AND ADDRESS OF BANK'OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
Western Penns lvania National Bank Ruth
Fourth afid Main Sts.,Monong~a~h~e~l~a~~~G~e~o~r~~~~~~~~~~~~~~~~~~~_Pa.15063 .
That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth full v and in"detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giVing
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent,.
at the time of death,.whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,0:other institutions,whether individually,or in trust for
any other per~on,or ~ersons giVing also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the case of saVings banks,and to the date of decedent's death
in all other cases;all bonds,postal saVings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
<1 re designated as tax free,of the Uni ted States,or any state,or political subdivision thereof,or of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,Silverware,pic-
tures,lJooks,works of art,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated
market vallie thereof';all bonds and mortga.e;es held by decedent and of all claims due and owing decedent
at the time of death,and all promissory notes or other instruments in writing for the payment of money
or VI·hi.ch ciecedent (lied possessed,of whatsoever nature,wi th interest thereon,if any,.giVing the face
value lJnrt estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation 'as to each item;all moneys payable
to the estate from life insurance policies carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
~~-~------C:=-~--~-------,..,
In the case of se.curities of close or family corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the'date of death.The schedule also sets forth the interest of necedent at the time'of
death in any co-partnership or business,and in support of the value of such interest there'is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if orai,<a1'statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's ihterest
therein must be !?ubmitted.·It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
.~•.--....-'="-"-contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enj~yme~t at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decenent,the proportionate share received by each transfe~ee and
I •••
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there'is also attached to the schenule a c~~y
of the deed,trust agreement or other instrument creatingl the trust•.Ther,~is also set fo,:th in said
schedule a list of all property,real and personal,.with its value,which passes at decedent's death by,
virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint-.
ment vested in decedent,either individually or jointly,by the Will,deed,or other instrument of another,
With a copy of the instrument creating such power attached to the schedule.
That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the~nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also x
contains a statement shOWing which of the beneficiaries named in the decedent's Will,if any,died prior
to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary.
That Schedule E attached hereto ,and made a part hereof sets forth all property,real and per-
sonal,owned by the de,cedent jointly with another .9~others,"including intangible,standing in the name
of the decedent and others,plus the date and place of ;e~ord 'of -instr;:OOents'etfectfng"the~vestiture~'Of'~----'
real estate and the date of.acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing ann Impaid at time 0f
~'.death;taxes accrued chargeable for period prior to decedent's death.(except.thos~allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,·
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this ..
................;~.p.~day of g.~~~.~~y:.,19 6..~.......(cJ.ai;J.~f?.~_ _.
-~~rfp~-_242~:;i;;~:;:L__---
M:~~~h~ia,w~~~h~~gt~~t~lu:t~bl~a..~c:>.~.c?~.g.G.l.h~.!.~.f.g.9.:.~J.?...Q.§): .
My Commission Expires '(City or Town and State)
NOTE:Before sig~~~~i~idavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",ann in case the assets include rare and unlisten securities,
securitie~of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
J
RCC-S4 (1:84),
C,OMMONWEALTli-OF PENNSYLVANIADEPA.Rn~ENTO~REVENUE ..
._BUREAU OF COUNTY COLLECTIONS'
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A·"
REAL PROPERTY
Real property in Pe~nsylvania,with statement of mortgage encumbrances up.on each parcel at death of dece-
dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule "E".Property hf"ld by
the .de.cedent·as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the C0"!1.:n~tlwealthof Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference ta the record af the
conveyance by which the decedent took title;If a farm state number of a-
cres;also statement of mortgage encum~rances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
(1 )
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
J
An undivided one-half (1/2)interest of,.in
and to:ALL that certain lot or:parcel of
land situate in the Third Ward of the City
of Monongahela,Washington County,Pennsyl-
vania,being the Southern one-half of Lot
No.12 in the Mary Chess Plot or Addition to '
Monongahela City,bounded and described as
follows:BEGINNING at the Northeast corner
of Main and Eighth Streets;thence extending
Eastwardly a16ngthe Northern line of Main
Street,~50 feet to the Southwest corner of
Lot No.11 in said Plot;thence extending
Northwar~ly along the Western line of said
Lot No.11,lob feet to a.point;.thence
extending Westwardly along a line parallel
with the Northern line 0'£Main Street,50
feet to Eighth St~eet;and thence extending
Southwardly along the Eastern line 'of Eighth
Street,100 feet to the point at the place
of beginning.BEING the same which Rosalie
B.Peterson,Attorney in Fact,by deed dated
November 27,1948,and of record in the Off~ce
of the Recorder of Deeds of Washington Count~,
Pennsylvania,in Deed Book Vol.750,page'
310,granted and conveyed unto RuthB.
McGregor and James F.Boggs.
An undiVi;;;~e-half (l/~)inter~s~.
~,~nO ~'7.joo---t~,Yf I_~~~~.'
Insert this total opposite "real PrQperty",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.$3 J,500.00
7",0.00 I
iI
RCC-35
'COMMO~~ALT~OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,.must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..
stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALl'E MARKEl'VALUE (Do not write in
this space)
1 60 shares Southern Pacific Company IJ~'
common~~stock 33.25 1995.00
55.00.
40.68
41.34
(!)kl'tJ.,392 •.10 )
900.00
.47
4500.:00
.47
90
Western Pennsylvania National Bank
Monongahela,Pa.Checking Account
No.042 363 424
1 United States Savings Bond Series E.
$25.00 issued Sept.1,1943
1 United States Treasury Bond $5000.00
2 1/2%1967-72 dated Nov.15,1945
due Dec.15,1972 No.63434D
Accumulated.interest 6/15/68 to 6/20/68
1 United States Savings Bond Series E.
$25.00 issued May 1~1943
1 United States Treasury Bond $1000.00
2 1/2%1967-72 dated Nov.15,1945
due Dec.15,1972 No.777959K
Accumulated interest 6/15/68 to 6/20/68
1 United States Treasury Bond $1000.00
2 1/2%1967-72 dated Nov.15,1945
due Dec.15,1972 No.777960L .
Accumulated interest 6/15/68 to 6/20/68
4
6
9
7
3
5
2
8
12
10
11 Western Pennsylvania National Bank
Monongahela,Pa.Savings Account
No.4970 .
Washington Manor -Refund
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column un the last page of this return.
x x $17,289.56
/~vi.!?~f
,--
I
RCC-36-
COmIO\i,-?\l.Tll .()1.0 PF~NSYLY ..\N.IA
T1L\~:3FEH.INHElUTANCE TAX
I1ESlnE:\T DECEDENT
SCHEDULE "c"
T.rl\.~SFEnS
(1)Did decedent,wi thin two years of death,make any transfer of any material part of his estate,witho·.lt
receiving a valuable and adequate consideration therefor?(Answer yes or no)no
(2)Did decedent,wi thin two years of death,transfer property from himself to himself and another or
others (including a spouse)in ,joint ownership?(Answer yes or no)no
(3)If the answer to (1).or (2)above is in the affirmative state:
(a)Age·of decedent at ti~e of transfer _
(b)State of decedent's health at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequar-e
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)no
(a)Was there any possibility that the property transferred might return to transferer or tis
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?~_
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideraticn
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)__n_o _
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)no
(6)If the answer to (5)(bJ_.wove is in the affirmative,state whether the right was reserved in decedent
alone or 0 thers -'-_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)__
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to chan~,
because of a reserved power to alter,amend,or revoke,or which could revert to rlecedent under terms
of transfer or by operation of law?(Answer yes or no)no
(9)If the answer to (8)above is in ;:;he affirmative,was the power to al ter,amend,or revoke the h'lter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)-
NOn;1:The answers to these questions should be supporterl by affidavit by the atten,Ung physician as
well as a copy of·the death cer-lificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transfer~ed,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to rlecedent,if any.Submit copy of any trust !ieed Qr instrument,if tr,ms-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based,
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E•
ITEM
iIi
DESCRIPTION .MARImT VALUE
(Estimated)
DEPT.VALUATION
(Dept.·Only)
Insert this tnUt.]0i'Pf)sit~"Transfers",Schedule "C"in the
"As Reporterl"c0]unm on the last page of this return.o~.oo.
m~SIDENT DECEDENT
•/CQMMONWEALTH OF PENNSYLVANIA
rHANSFEH INHERITANCE TAX
RGC-38 e
~.
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRrCTIONS:This schedule must d.isclose all property,real and personal,owned by the decedent jointly
wi th another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated lmder Schedule
"A",plus the date ahd place of record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to
the decedent.
Description of Property,Date of Acquisition,Name I unit'percentage Estate
Address and Relationship of Co-Owners,and Place I Value Share Valuation
of Record of Instrument,where Real Estate.I .
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of'
Entire Decedent's
Property Interest
1:~c;::,.:..Jo~nt checking account -Western
Pennsylvania National Bank
#042 403 014 in names of James F.
Boggs or Ruth B.McGregor (brother
and sister)Opened prior to 1958
$86.97 Decedent's one-half
interest
o~/tj .
$43.49
3-/7 -c/
Insert this total opposite "Jointly Owned Property",Schedule
in the "As Reported"colwlD1 on the last page of'this return.
·"E"
$43 .J.~?_~......J
~~.
-.':-.
..~.'-,
,,
,-..t
"
~CC-37 (12-63)
n):\ntt):,\WE:\LTIi OF PE:'\:'\~YYL\NtA
TRANSFER 1"IIEHITA!\TE TAX
RESIDENT DEl'EDENr
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesof~ll who illegitimate children DECEDENT OF BENEFICIARY
an'an interest.vested,contingent or other-are involved,set'STATE YES •IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Barbara B.Bunton (I10W Barbara.--':::1',1,•f:i '"
B.Foley),3839 Dawson ~rt.,....Pittsburgh,Pa.niece yes !::l1i ;l1ri;:::Devisee-Lyman C.Zimmerman,642 Prince-
ton Blvd,Pittsbu:r:gh,Pa.
15221 none yes sui iuris Leoatee
Myrtle Zimmerman,642 Princel-
ton Blvd.,Pittsburgh"Pa.
15221 none yes l3,ui juris Legatee
Cynthia Zimmerman,642 Prine~-
ton Blvd.,Pl.ttsbu:r:gh,Pa.
T5ZZI none yes m Tlnr Legatee
Lyman C.Zimmerman (properly
called'Clark D.Zimmerman)
2449 Ri<:'ige Road,Augusta,
Georgl.a 30906 none yes 13-'.li,juris Legatee
Barbara B.Bunton (now Barba"a
B.Foley)3839 Dawson St.,Re1=lirl"",.,..."1
.-J
Pittsburgh,Pa.-niece yes :>ui juris 1/3
Elizabeth Boggs,444 Park Av 1:>."I Rp C,;rlll::lru 1
Ant.6A-.New York N V ni "',roo 1,,0,,",..,~.;,,~~~1/3
IJ.J
T.Morton BOOQ1s,Jr.235
Sheridan Ave·lm~~-KUs,Residuary legatee.,
New Jersey °Z~UI nephew yes ui juris ';;1/3·
!'I-'t~I,~
I~I'I.·••
\
h
Deponent further says that all the above-named beneficiaries are liVing E.t this tim.;!except ·below:none
NAME DATE OF DEATH RESIDENCE
.,
,
r~'l'"':,,.,_-.,.~.
(1)
SUMMARY (As Reported)
Real Property (Sch."A")$).,.~.O.O~.OQ
Personal Property r :(Sch."B")$~?.~.~.~.9..~..?~:..
Transfers :(Sch."e")$0 0.0 .
J.().~.~.~.~¥..~~\".~.~.~p.r.9.~~~~.Y.:($.<::h '~.~II $:4·3.-:4:,9
Gross Taxable Estate ..
$.
20 8B3 05$./...:.:~..'..":..::
(2)
(As Determined)
$..C:£:2~o·.0 0..
$./.2..o.t!..l ..~.!....
$.........~
$......
$::.
$..a?.l ..4-!..?~f'
~.-
'.
!•
....-rr-...~~....~...L~__W .._.....~.,.~.{
,./
..
.
.Ir ,.,,,...
t "I I.G'cg.
U
.....o
:"Cl.~:en ':t:l •.~:CJ:~
:Q
.:m:
:It:
8-:::>:p:;'":.,
..
;..
~.''.,
~'*'\P"
q Cc-39 (6-67).-.
':OMMONWEAI.TH OF PENNSYl.VANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
McGREGOR,RUTH B.
FILE #63-68-916
June 20,1968
,
SUMMARY
I~the undersigned
#63 vlashington
the real and personal
opposite each item in
03-2~69
["LEPORI'OF INHERITANCE TAX APPRAISER
duly a?pointed Inheritance Tax Appraiser in and for the County of
~Pennsylvania,do respectfully report that I have appraised
property as reported in the foregoing return at the values set forth
the last column to the right in Schedules "A"~"B""c"and "E".
/~~~~==:::=;Z-PRA~~Dated:
FILE #63-68-916
BF,PORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for _
Coun ty ,Pennsylvania,do r.'sper.tfull.y report that I have.allowed deductions in the amounts
claimed by deponent,except as to those items where a greater OT lesser amount is set forth
in the last column to the right in Schedule "F",which greater or lesser amount represents
the sum allowed as a deduction.
Dated:
REGISTtR OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$3,500.00 $3"~50.00 $17,2$7.6~=17,287.6~='------
INVENTORY
Real Property (Rchedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
=====.~=====.-======:=
Valuation of life estates or
annuities . . . . . . . .$-----
ESTATE T~~ASSESSMENTS ~------
(,:,)As evidenced by Chari table Exemption
Certificates issued by the Secretary
of Revenue.
COMPUTATION OF TAX
----_._-'
$-~---ct>.p======:=$-------
TOTAL TAX
Less tax previously paid
BALANCE
Less f)%of tax if paid within
3 months after death $=====:=
3ALANCE OF INHERITANCE TAX DUE ~---------------
Add interest at rate of 6%from
to $--------AMOUNT OF ESTATE TAX ASSESSED *_
Estate tax paid $_
BALANCE DUE $_
Add interest at rate of 6%from
to *_
TOTAL TAX BALANCE $__
PAID $
fOR.USE OF REGISTER ONLY
Tax on $f)~~'".--•~I
Tax on $.__10%~
Tf.!.x on !l;0rf1 $
Tax on $:~$
Exemptions
Total Estate
FOrt USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the
ftegister of Wills,for proper reason,same should be noted below,with short
explanation.
WAdill ...(No.. ..ministration ~
IN THE'
Year .
"
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
RUTH B.McGREGOR
Deceased
Late of MONON.GA..~LA .
_.)
~"
.,-
..
County of
WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
......,
.'
..
'I
.:
.ti
--DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTlON~.
HARRISBURG.PENNA.17 12 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~.~.~?~:1.J.:.9.P.9._.
COUNTY ~~.~~_~?~_..
FILE NO...??=.?.~.?.~§._.
Whereas,J~~t..h ~.~~.<;q;r.~g9.;r.late of ~9.~.9.p.g¥i.~~_..
in the County of !f~.~h.~~g~~Commonwealth of Pennsylvania,having died on
the :?9.~.h day of eJ..~.~19 ~~,seized and possessed of an estate
subject t.o Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.w.~.£.l.9..h~.~.Y ,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate and to assess and fix,
the cash value of all annuities and life estates growing out of said estate,'hereby file the following appraisement:
In the event that any future interest in this estate Is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years.the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful coJlateral rate on any such future interest.
Unit AppraisementDelcrlptlonofAlletValullMadeforInheritance
Ta..Purpolel I
$
I
REALTY:l
An undivided one-half (1/2)interest of,in and to:All
that certain lot or parcel of land situate in the Third
Ward of the City of Monongahela,Washington County,
Pennsylvania,being the Souther one-half of Lot No.12 in
the Mary Chess Plat and Addition to Monongahela City,l:ies-:
cribed in Deed Book Vol.71)0.na..qe 310.3,750 00 1
PERSONALTY:,
I
60 shares Snnt.hel"n Pac;f;c Co common stock 1 995.00
1 United States Treasury Bond $1,000.00 900.00
Accumlated interest i..;.7.47
L United States Treasury Bond.$1,000.00 900.00
Accumulated interest .47
,
1 United States Treasury Bond $5,000.00 4,500.00 I
I
Accumulated interest .47 ,
2 United States Savings Bonds Series "E"82.02 ,
,
Western Pennsylvanian National Bank,Monongahela,
I
Checking Acct.392.10 I
Wester Pennsvlvania ~ational Bank.MonoMahela.
Savings Acct.8,462.15
Washington Manor -Refund.55.00
17,287.68 17,287 68
TotIII 21.037 68
I
fonn~~V:~hb::::~h~W~j~di~~~,~:;o~e~~~~r~i:..~;e~c~/
ppra.ser
~LZ=..(N.~.~·~;~e:t·i·:·::·::::.:.::·.:.::.:.:::.:.·::·...:......~:.~;.
(Poet Offleel
RESIDENT INHERITANCE TAX APPRAISEMENT
Deceased.
Estate of
;,.i:
'-
A
CountyWASHINGTON
DE'PARIMENt OF REVENUE
MONONGAHELA...........................................:.
.Late of
RUTH B•McGREGOR.....................
Date of Death,~.~~?9.~.9.~.~.
Appraisemel!t Docket Vol.,').7....
Page,:.~?9.~4 N o 63.~.6$.~.9~6 ..
Filed in Register's Office,~~.C?l:l ?9..L19 9..9
Amount of tax due,$..
:..-
Received,
Exan:tined and Approved,..
Wrote abo.ut Appra.isement,
Appeal f"om Appraisement,.'..
Entered and charged.~.i
.'
Form RC C·10..<'
OFFICE OF THE
REGISTER OF WILLS
WashingtonOF COUNTY
AND AGENT OF THE COMMONW&ALTH
STATEMENT OF DEBTS
AND DEDUCTIONS
j
DEDUCTIONS ALLOWED IN
THE SUM OF $.?tfLL"."~I
Cf-1IC(-70
I I
ESTATE OF RUTH B.McGREGOR,LATE OF Monongahela,Pennsylvania,
DATE OF FILING APPRAISEMENT March 17,1969 DATS OF DEATH --:J~u=n=e:.......:2:..:0~,--=1'-=9..;:6:..,:8:...-_
DATI!:
1968
Julv 3
3
3
3
23
NO.OF
VOUCH""NAME OF PAYEE
R~ssel.l.M~rinQ
Guv A.Roqer"s
n;:a;1"Renublican
Washington County Reports
J.P.Hughes,M.D.
REMARKS
-,",.....~,~"~.-._.
Probate
Advertisina Letters
Advertising Letters
Professional services
AMOUNT
2Q 5Q
15 00
12 50
14 00
100 00
Oct.4
27
27
L.M.Frye
Grant M.Hess,M.D.
First Presbyterian Church
Funeral expenses
Professional services
Account v.decedent
1332 00
60 00
99 50
?7 l{l1rr7.nt Comnanv Grave marker 125 00
Mar.17
July 29
31
31
Seot 24
Russell Marino
Russell Marino
John D.Wood\'lard
....!,I.,~.i 'C\.."",-.....;,.,.~'!l3:e~.l.;"vt·;L;l .'..n ~"~.z'e ".
Joseph L.Hoffmann and
Rosalie B.Peterson
Josenh L.Hoffmann
Russell Marino
Short certificate
Inventory
1%Realty transfer tax
Allowance to Accountants
Counsel fees
Filing Account
1 00
4 00
30 00
4 QQ
1039 48
1039 48
18 00
3914 46
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF W'ashington 811:
I,~oseph L.Hoffmann,Executor,
J
1Ju tbr ODrpqaus'<nuurt uf lIasqingtun QIuunty
IN THE MAnER OF THE AUDIT OF ACCOUNT
Qtr
In re Estate of.J~~.~~~.g~.~,..~.~~~~!?!:,.._ _..No~.~.~9.~§,~~.~~19...7.9.;AA--.
....._.~9.~~~~.e.._~..,.~!?t.~X'.~QI1 ..~J.Q§.e.p.h..La tlQf.rmann#..Exr.s J.as_aph __L .Ho.ffmann~A.tty•
.".
A:fI:fXklxIX
Date of death__.._~~~~~~_L.~9.?~_...Date of filing Inventory Appraisement M~_:r.__.:t7.1 1_92.9 __.
~~
TO THE AUDITING JUDGE:
Enter my appearence for Personal Proper:ty~Tax Due Washington County,viz:
ITE M Valuation
197Q':..........:..._----------
60 sh Southern Pacific Co.1957.50
1969
The foregoing is a statement of all items taxable as they appear,in the Inventory Appraisement,Affi-
davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate.
60 sh Southern .Pacific Co.@ 4lt..125 26L.7.50 .'
."-
1968 "
"
60 sb Southern Pacific Co.,@ 29.625 1777 ..~0
--.
1967
60 sh Southern Pacific Co.@ 28.00 '1680.00 ;
,.-
1966
60 sh Southern Pacific Co.@ ha.87t;26~2.c;O
1961)
60 sh Southern Pacific Co.@ ~8.62t;;:>~'7_~()
::.,.
-..,
,:
'.
Inventory Assessment Valuation 12%Assessment Tax at 10%Collection 6%Interest Total ClaimYearAppraisementReturnedPenalty4MillsPenalty
t1i'';)70 U.LS C •19 70 1955 -None 1955 "7J92 .•,-.-~9-'7.Lt.~t!if--ei!J~"-:--~--
19 69 2645 None 2645 t!ilI-..10.~8 1.06 ..25 11.89
19 68 1780 None 1780 ---7.12 .71 .68 8.t;1
19 67 1680 None 1680 e--6.72 .67 87 8.26
19 66 2635 None 2635 ..--10.till 1.Or.;2 ot;1~.6h
19 6t;2~1t;None .2~1C;1I!t~~c).26 .C)~;:>,h~,;:>.RI.
Please make check payable to Washington County ~ersonal Property Dept.TOTAL CLAIM 62 .~7
~~5%di scount if paid before Aug.1,1970 -C\L.!.J V
......4:t?~.~.._._day of_~~_~~.~..__.__:.19..I~_.A.V.CAPANO,Solicitor
'"
fA~~J-
No..9Jt~.9.1.~,J~.~9:~rm,19J.C?,AA
In re Audit of Account in Estote of
..._._.._~9-g.:r~g~~,.._~~.~~.._~.~:_.___""""'_
,A U'O IT'
Jrarripr for i\ppraranrr -
FOR
WASHINGTON COUNTY
"PERSONAL PROPERTY TAX
"Vd "00 N01~NIHSVM
S111M .:l 0 tJ 3.lSI~3"t1
ON1H\1N TJJSSnH
\hO £Ud ,;~Z Hd~OL
I
.~1f1 ....,'1 I J
A.V.CAPANO,\\J -.:I i ~JSolicitor..
,""'..:..-
""'9
-r
.;-.
...;
':,